Financial Planning Specialist
1 week ago
bJob Summary:/bbrbrDirect Response Employment Services is pleased to be supporting our award-winning client in the recruitment of a skilled paraplanner to join their team on a permanent basis.brbrAs a paraplanner, you will have previous industry experience and be joining a professional and qualified team. Upon joining, you will benefit from a structured training and induction programme, which each new joiner passes through when joining this small and friendly team.brbrbKey Responsibilities:/bbrbr Preparation of compliant and technical suitability reports and financial life plan reports detailing consultants' recommendations to clients.brbr Client annual reviews.brbr Conducting technical research and analysing data collected on behalf of clients.brbr Identifying investments and tax savings opportunities for clients proactively.brbr Evaluating investment portfolios with consultants.brbr Possessing excellent communication skills and being knowledgeable within IT, including experience of Microsoft packages Word and Excel.brbrbBenefits:/bbrbr Discretionary quarterly bonus.brbr 23 days' holiday increasing to 25 days with service, plus bank holidays and the option to buy and sell holiday.brbr Life Cover (Death in service x 4).brbr Wellness programme
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Financial Planning Administrator
2 months ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeAbout UsRecruitment Rebellion Ltd is a dynamic and growing financial planning company seeking a highly skilled and organized individual to join our team.Job SummaryWe are looking for a detail-oriented and communicative Financial Planning Administrator to support our sales team. The ideal candidate will have exceptional presentation, communication, and...
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Financial Planning Administrator
2 months ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeAbout UsRecruitment Rebellion Ltd is a dynamic and growing financial planning company seeking a highly skilled and organized individual to join our team.Job SummaryWe are looking for a detail-oriented and communicative Financial Planning Administrator to support our sales team. The ideal candidate will have exceptional presentation, communication, and...
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Financial Planning Assistant
1 month ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob Title: IFA AdministratorWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator. As a key member of our sales support team, you will be responsible for providing exceptional administrative support to our financial planning team.Key Responsibilities:Provide administrative support to our financial planning...
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Financial Planning Assistant
1 month ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob Title: IFA AdministratorWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator. As a key member of our sales support team, you will be responsible for providing exceptional administrative support to our financial planning team.Key Responsibilities:Provide administrative support to our financial planning...
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Senior Financial Planning Specialist
3 days ago
Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full timeWe are delighted to support our award-winning client in Trowbridge by recruiting a skilled paraplanner to join their team on a permanent basis.The ideal candidate will have previous industry experience and be chartered status or working towards it, along with at least 5 years of paraplanning experience.As a paraplanner, your key responsibilities will...
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Financial Planning Assistant
4 weeks ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.The successful candidate will provide administrative support to our financial planning team, ensuring the smooth operation of our daily activities.Key responsibilities include:Providing exceptional customer service to clients and...
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Financial Planning Assistant
4 weeks ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.The successful candidate will provide administrative support to our financial planning team, ensuring the smooth operation of our daily activities.Key responsibilities include:Providing exceptional customer service to clients and...
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Financial Planning Assistant
1 month ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.About the Role:Provide exceptional support to our sales teamAssist with administrative tasks and data entryDevelop strong relationships with clients and colleaguesRequirements:Excellent communication and presentation skillsExperience in...
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Financial Planning Assistant
1 month ago
Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full timeJob OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.About the Role:Provide exceptional support to our sales teamAssist with administrative tasks and data entryDevelop strong relationships with clients and colleaguesRequirements:Excellent communication and presentation skillsExperience in...
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Enforcement Planning Specialist
3 days ago
Trowbridge, Wiltshire, United Kingdom Brackenberry Full timeWe are working closely alongside a Local Authority in Trowbridge to assist with the appointment of an Enforcement Planning Officer, on a 3-month contract, highly likely to be extended at clients discretion. Please note that this is a temporary role, though opening assignments can be and often are, extended by clients on a longer term basis and can sometimes...
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Financial Paraplanner
6 days ago
Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full timeWe are seeking a skilled Paraplanning Professional to join our client's team in Trowbridge. As a Paraplanning Professional, you will provide technical support to consultants, preparing compliant and technical suitability reports, and financial life plan reports detailing consultants' recommendations to clients.Key responsibilities include:Supporting...
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Financial Analyst
1 week ago
Trowbridge, Wiltshire, United Kingdom LHH Recruitment Full timeAccounting and Finance ExpertiseWe are seeking an experienced Accounting and Finance Expert to join our Finance Team at LHH Recruitment. As an Assistant Accountant, you will be responsible for providing financial support to the business, including financial planning, budgeting, and forecasting.Key Responsibilities:Provide financial support to the business,...
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Senior Planning Officer
1 month ago
Trowbridge, Wiltshire, United Kingdom Osborne Richardson Full timeSenior Planning OfficerWe are seeking a highly skilled Senior Planning Officer to join our client's Strategic Planning team in the South West.The successful candidate will be responsible for developing and reviewing Strategic and Local plans, policies, and programmes, ensuring the council fulfils its statutory functions.Key responsibilities will include...
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Senior Planning Officer
1 month ago
Trowbridge, Wiltshire, United Kingdom Osborne Richardson Full timeSenior Planning OfficerWe are seeking a highly skilled Senior Planning Officer to join our client's Strategic Planning team in the South West.The successful candidate will be responsible for developing and reviewing Strategic and Local plans, policies, and programmes, ensuring the council fulfils its statutory functions.Key responsibilities will include...
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Senior Planning Officer
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Osborne Richardson Full timeJob OverviewThe role of Senior Planning Officer is a key position within our client's Strategic Planning team at Osborne Richardson. The team provides a statutory and regulatory service responsible for delivering housing and employment as outlined in the adopted Local Plan.Key ResponsibilitiesDevelop and review Strategic and Local plans, policies, and...
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Senior Planning Officer
3 weeks ago
Trowbridge, Wiltshire, United Kingdom Osborne Richardson Full timeJob OverviewThe role of Senior Planning Officer is a key position within our client's Strategic Planning team at Osborne Richardson. The team provides a statutory and regulatory service responsible for delivering housing and employment as outlined in the adopted Local Plan.Key ResponsibilitiesDevelop and review Strategic and Local plans, policies, and...
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Financial Services Coordinator
1 week ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full time £25,000 - £30,000Financial Services AdministratorThrive Group is seeking a skilled Financial Services Administrator to support their growing financial planning practice. The ideal candidate will have previous experience working within financial services, specifically in pensions, investments, or insurance.Key Responsibilities: Collate and organize client policy information...
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Senior Planning Officer
4 weeks ago
Trowbridge, Wiltshire, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Planning OfficerThe Strategic Planning team at The Planner Jobs Redactive Publishing Limited is seeking a highly skilled Senior Planning Officer to join their ranks. This role sits within the team responsible for delivering housing and employment as set out in the adopted Local Plan.Key Responsibilities:Develop and review Strategic and Local plans,...
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Senior Planning Officer
4 weeks ago
Trowbridge, Wiltshire, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Planning OfficerThe Strategic Planning team at The Planner Jobs Redactive Publishing Limited is seeking a highly skilled Senior Planning Officer to join their ranks. This role sits within the team responsible for delivering housing and employment as set out in the adopted Local Plan.Key Responsibilities:Develop and review Strategic and Local plans,...
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Senior Planning Officer
4 weeks ago
Trowbridge, Wiltshire, United Kingdom Osborne Richardson Full timeJob OverviewThe Senior Planning Officer will play a pivotal role in the Strategic Planning team at Osborne Richardson, driving the development and review of strategic and local plans, policies, and programmes. This position is critical in ensuring the council fulfils its statutory functions and delivers on its housing and employment objectives as outlined in...